by Ashley Agnew | Jan 31, 2022
Performance Considerations: Diversification and Benchmarks January 31, 2022. By J.D. Wolfsberg: In covering the financial markets, the media often focuses on three prominent market indices; ‘The Dow’ ‘The S&P 500’ and the ‘Nasdaq’. These popular indices represent...
by Ashley Agnew | Jan 13, 2022
Fourth Quarter Market Commentary January 13, 2022: The ease of access to information and media are both a blessing and a curse. With headlines always at their height in the last quarter of the year, our investment team has compiled their market commentary to cut...
by Ashley Agnew | Jan 6, 2022
What are Tax Credits, and Which Apply to Me? January 6, 2022: Throughout tax season we will be posting key tax-terms to assist with your preparation conversations for your 2021 filing. Oftentimes it is easy to overlook basic terms without understanding, so we will...
by Ashley Agnew | Dec 27, 2021
PPP Loan Forgiveness and Tax Planning December 27, 2021: The approaching New Year will don a new tax season, and it’s time to consider what that means for any Paycheck Protection Program (PPP) loans you may have taken during the pandemic in order to keep your...
by Ashley Agnew | Dec 14, 2021
Good Grief: Adjusting to Short Winter Days December 14, 2021, By Ashley Agnew: This is a great season for togetherness, celebration, and heart-warming holiday movies. One of our favorites is the classic ‘A Charlie Brown Christmas’ where the lead character tries to...
by Ashley Agnew | Dec 8, 2021
Happy Holidays and 2022 Charitable Initiative December 12/8/21, By Ashley Agnew: Season’s Greetings! As 2021 arrives at its final weeks, we reflect on the uncertainty we navigated throughout the year. Like an echo from the year before, it was like...
